[jaynate]

Odd that the first two categories of AI startups were AI infrastructure. Reminds me of blockchain to some degree.

Would have expected to see more vertically focused solution on the top 4 list. Eg, transportation, oil & gas, agriculture, etc… all huge markets.

[yashap]

“During a gold rush, sell shovels.”

[corry]

I don't disagree, but two reasons we don't see them (yet):

(1) much harder to launch as some amorphous vertical AI - like, what would a 'Transportation AI' look like? Versus targeting a specific workflow within it - "AI copilot for truck drivers".

(2) The large incumbent software platforms that already are powering the day-to-day workflows are THE companies to implement AI first and most accessibly. So the likely winner of the vertical AI race is whatever incumbent platform is already in the highest % of companies or powering the highest % of workflows.

[debacle]

It's startling how much transportation has already been optimized, and agriculture + AI is a natural pairing, but John Deere isn't a startup in the traditional sense. They've said they will have fully autonomous fleets by 2030.

[pixl97]

JD has been doing "AI" since a significant portion of the HN readership was even born. Integration of digital info tech into farming was something I was reading about in the '80s and is now just standard on most farms. These days in things like crop fertilization your equipment 'learns' from maps and other tests the quality of the soil and increases/decreases the amount it outputs based on a pretty fine grid system.

[dvvolynkin]

Wait a couple of years and they will appear